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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,964 | $209,425-64.2% | $178,499-58.0% | $158,966-52.8% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $560 | $5,707-90.2% | $5,011-88.8% | $4,762-88.3% |
| Participant deferral / active EE | $3,000 | $5,955-49.6% | $5,202-42.3% | $5,983-49.9% |
| Admin fee / account holder | $826 | $17,078-95.2% | $13,986-94.1% | $11,250-92.7% |